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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: pat pasquale who wrote (6115)	8/19/1999 5:30:00 PM
From: Ramsey Su	Respond to of 10309

corporate-ir.net a preview of tomorrow's conference call? I am still trying to digest this reorg. Comments anyone. Ramsey edit, apology, did not notice that it was already posted.

To: pat pasquale who wrote (6115)	8/19/1999 5:35:00 PM
From: James Connolly	Respond to of 10309

Would have preferred to see $0.15. R&D costs were very high this quarter, perhaps this will be viewed as an investment in the future. Should be an interesting CC. I did like this bit: "Tornado for Managed Switches (TMS), version 1, was shipped to 14 customers in June. Cerent Corporation has already begun shipping a beta version of its Cerent 454 evolutionary optical transport platform during the quarter. This application demonstrates TMS's immediate viability in the market, and applicability for innovative service provider networking equipment as well as traditional enterprise networking gear. In addition, Allayer Technologies, Ardent Technologies, Broadcom Corporation, MMC Networks, and PMC-Sierra have all licensed Tornado for Managed Switches. Wind River is partnering with these companies, as well as others, to provide OEMs with integrated hardware/software switching platforms for building data networking equipment. For example, Wind River will be providing TMS with Broadcom's recently announced BCM 5600 StrataSwitch platform in order to offer OEMs a complete solution for wirespeed QOS-enabled layer 3 switching" Regards JC.

To: pat pasquale who wrote (6115)	8/19/1999 8:56:00 PM
From: w2j2	Read Replies (2) \| Respond to of 10309

I think the results are very good, if not stellar. Revenues up 21.5% sequentially, and an all-time high. Gross margins hanging in there at 81%. Tornado for managed switches shipping since June. Corporate structure changes to focus on growth in the individual segments of the embedded market, with particular emphasis on service and support. This company will see stellar growth for the foreseeable future, on the leading edge of post-pc software technology. Incorporated into PMCS, MMCN, and Broadcom products, 3 of the fastest growing leading edge communications chip makers today. I am pleasantly surprised. Hang on for the ride! Congratulations, Jerry Fiddler! wj